See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 7-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,797 | $76,738-27.3% | $56,411-1.1% | $145,922-61.8% |
| Participation rate | 25.0% | 63.2%-38.2pp | 52.5%-27.5pp | 80.3%-55.3pp |
| Annual return | 19.46% | 2994.23%-2974.8pp | 1701.33%-1681.9pp | 561.29%-541.8pp |
| Employer contribution / active EE | $99 | $1,380-92.9% | $1,039-90.5% | $4,660-97.9% |
| Participant deferral / active EE | $0 | $2,623-100.0% | $1,952-100.0% | $6,688-100.0% |
| Admin fee / account holder | $655 | $3,334-80.4% | $2,829-76.9% | $13,397-95.1% |